+104.0%
XYZ vs VLTO
+54.8%
+49.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.3% | +1.5% |
| 7D | +12.1% | +5.4% | +6.8% | +9.0% |
| 30D | +12.4% | +22.3% | -9.9% | +0.3% |
| 3M | +8.2% | +19.6% | -11.4% | -2.2% |
| 6M | +20.7% | +35.2% | -14.5% | +1.0% |
| YTD | +31.3% | +17.9% | +13.5% | +19.5% |
| 1Y | +20.5% | +19.5% | +1.0% | +8.3% |
| 3Y | +72.6% | +73.9% | -1.3% | +15.7% |
| All | +104.0% | +54.8% | +49.2% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling